· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERKSHIRE COOPERATIVE ASSOCIATION — BERKSHIRE COOPERATIVE ASSOCIATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015094121NAL0004478433001
BERKSHIRE COOPERATIVE ASSOCIATION
Form 5500-SF
FILING_RECEIVED
BERKSHIRE COOPERATIVE ASSOCIATION 401(K) PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
16
Plan assets (EOY)
$136K
Net assets (EOY)
$136K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERKSHIRE COOPERATIVE ASSOCIATION
.
Find decision makers
Plan sponsor
Name
BERKSHIRE COOPERATIVE ASSOCIATION
EIN
04-2742501
Address
34 BRIDGE ST · GREAT BARRINGTON, MA · 01230
Phone
(413) 429-8616
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
GBC FOOD SERVICES, LLC
GBC FOOD SERVICES 401(K) PLAN
$137K · 128 participants
NECTARZ INC.
NECTARZ INC 401(K) PLAN
$136K · 34 participants
H.A.T. SERVICE CORPORATION DBA ARCTICA FROZEN SOLUTIONS
ARCTICA FROZEN SOLUTIONS 401(K) PLAN
$137K · 104 participants
OPTIMA FOODS INC.
OPTIMA FOODS INC. 401(K) PLAN
$137K · 41 participants
MONACO TRADING INC
MONACO TRADING INC -401K PLAN
$135K · 10 participants
65
Knocking points off
Only 31% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NOT BAD FOOD LLC
NOT BAD FOOD LLC 401(K)
$138K · 52 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
